The Salesforce Admin owns, develops, and executes the day-to-day configuration, reporting, training, support, maintenance and overall improvement of the platform.
This role will work closely with internal stakeholders (Customer Support, Operations, Client Services, Product and Marketing) to ensure that Salesforce supports business requirements.
Duties and Responsibilities
Perform administrator functions such as user management, profiles, roles, permissions, rules, assignment rules, queues, licenses, capacity and storage management
Use our data integration tool (Dell Boomi) to integrate Salesforce, Concur, Intact, Host and eventually Ultipro.
3-5 years of Salesforce Admin with experience in sales, service and marketing cloud would be very beneficial but nor required.
Document technical, business and process requirements
Perform developer activities such as writing triggers and testing code
Manage dashboards, reports, forms, templates, page layouts workflows and approvals, create and maintain custom objects, object relationships, standard and custom fields
Work with end users to provide best practices and tips on Salesforce usage including training, documentation and support as necessary
Customize reporting and dashboards for various teams, provide reports and report training.
Install, manage and maintain third party apps including JIRA connector, Confluence and Qualtrics NPS survey and making recommendations on tools that will provide better user experiences and efficiencies
Keep abreast of Salesforce releases and corresponding documentation and provide new functionalities and solutions as needed
Establish and implement best practices: system maintenance, security, improvements, data integrity, duplicates, backups, etc.
Provide training for internal resources to ensure proper use of the system
Use Apex Data loader or LexiLoader to import and export data as needed
Knowledge Skills and Abilities
Bachelor as Degree Required (Preferred in Computer Science or related field)
3+ years of Salesforce Administration experience
Salesforce Administrator certification
Knowledge of ad-hoc query tools (Apex Data Loader, LexiLoader) and data repositories (Data.com)
Basic level Apex / Visualforce experience
Ability to model business processes as data structures and applications in Salesforce
FinancialForce PSA
Salesforce Communities experience
Experience using development tools such as Force.com IDE, Eclipse, Visual Studio, Workbench, and the Salesforce Developer Console
Experience with testing, deploying change sets from Salesforce sandbox environments, and familiarity with common software development practices and methodologies
Experience in promoting code from sandboxes to production environment, address related to functionality, integration etc.
The focus of this specialized, technically oriented position is on meeting and exceeding high standards of accuracy and quality based on established systems, technologies and guidelines.
Strength in technical problem solving based on expertise and experience, and a strong commitment to efficiently achieve high quality results is required.
A thoughtful, persevering, self-disciplined approach to achieving accurate, detailed work is essential.
Job responsibilities and expectations are clearly defined, as is the scope of job authority.
Expertise and competency is developed a systematic technical training program, as well as in ongoing exposure to and training in new technical systems once they have been adopted and well tested.